Advisor at J.P. Morgan Securities
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Newry, ME
Credentials
Series 66
Industry experience
17 years
William Graham is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with J.P. Morgan Securities, having joined in 2023, and previously worked at First Republic Investment Management and First Republic Securities Company from 2010 to 2023. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside brokerage, distribution, and investment management capabilities.
Based on J.P. Morgan Securities
$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable
Account minimum: $25 million
Newry, ME
Connecticut · Maine · Texas
Jpmorgan Chase Bank, N.A.
2023 - Present (3 years)
J.P. Morgan Securities
2023 - Present (3 years)
First Republic Investment Management, Inc.
2017 - 2023 (6 years)
First Republic Securities Company, LLC
2017 - 2023 (6 years)
First Republic Investment Management
2010 - 2017 (7 years)
First Republic Securities Company
2010 - 2017 (7 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
CFP®, ChFC®, Series 63, Series 65
Newry, ME
Commonwealth Financial Network
Joseph Medeiros is a financial advisor with Commonwealth Financial Network in Newry, ME, holding CFP® and ChFC® designations, and has 32 years of industry experience. He has been president and owner of Medeiros Financial Services, Inc. since 2003, where he conducts securities, insurance, and tax preparation business alongside his advisory role. Medeiros also spends a portion of his time on fixed insurance sales and tax preparation activities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, enabling advisors to offer customized portfolio management and wealth management services.
Series 63, Series 65
Bethel, ME
Fidelity
Christopher Cordeiro is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with various branches of Fidelity since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund‑of‑funds.
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